Nolan Securities Corp.
Firm details
- Headquarters
- Monterey, Massachusetts
- CRD number
- 27984
- Registered since
- February 1, 1991
Firm profile
FINTRXOverview
Nolan Securities Corp. is an individually owned corporate securities entity that has been SEC-registered since 1991. The FINTRX snapshot classifies the firm as unclassified rather than as a traditional registered investment adviser with an active capital-allocation mandate. Reported attributes note that it does not operate as a multi-state adviser, does not identify as an active ESG investor, and is not listed as a pension consultant or a related adviser to another firm. These elements suggest the firm’s publicly reported role is limited in scope compared with dedicated RIAs that manage pooled client assets.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Leonard Schwalb
Registered Financial ProfessionalCRD 1061625
Bruce Kelly
CRD 1385457
Eamon Kelly
DirectorCRD 3254426
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Monterey, MA
Berkshire
Location
Monterey, MA
Headquartered in Monterey, MA, in the Northeast of the United States.
- Region
- Northeast
- County
- Berkshire
- Address
- 535 Main Rd
- Time zone
- ET (UTC-5)
- Office locations
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